Oxford Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $939K | Hold |
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|
2025
Q2 | $872K | Hold |
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|
2025
Q1 | $787K | Hold |
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|
2024
Q4 | $827K | Hold |
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|
2024
Q3 | $807K | Hold |
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|
2024
Q2 | $764K | Hold |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $150K | Sell |
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $558K | Sell |
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|
2021
Q3 | $597K | Buy |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.33M | Buy |
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|
2017
Q4 | $953K | Buy |
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|
2017
Q3 | $891K | Buy |
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|
2017
Q2 | $852K | Buy |
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|
2017
Q1 | $824K | Buy |
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